Sundaram Nifty 100 Equal Wgt Dir Gr
Very High Risk
Index
2 Star
NAV as of Jul 02, 2025
₹185.29
-0.26%1D Change
Returns since inception
12.94%p.a.
Very High Risk
Index
2 Star
NAV as of Jul 02, 2025
₹185.29
-0.26%1D Change
Returns since inception
12.94%p.a.
Sundaram Nifty 100 Equal Wgt Dir Gr
Very High Risk|Index|2 Star
NAV as of Jul 02, 2025
₹185.29
-0.26%1D
Returns since inception
12.94%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating2 Star
- Expense ratio0.61%
- Exit Load0% within 0 days
- AUM (Fund size)₹106.22 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹500 & Lump. ₹5000
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| IndusInd Bank Ltd | 1.22% |
| Canara Bank | 1.21% |
| Bharat Electronics Ltd | 1.19% |
| Jio Financial Services Ltd | 1.15% |
| Hindustan Aeronautics Ltd Ordinary Shares | 1.14% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Nifty 50 Equal Weight... | ₹ 724 Cr | ₹19.31 | 1.02% | Very High |
| Motilal Oswal Nifty Bank ... | ₹ 642 Cr | ₹21.07 | -0.80% | Very High |
| DSP Nifty 50 Index Fund D... | ₹ 392 Cr | ₹18.65 | 0.94% | Very High |
| Nippon India Index Fund -... | ₹ 2,483 Cr | ₹46.41 | -0.35% | Very High |
NAV History - SUNDARAM NIFTY 100 EQUAL WEIGHT FUND
FUND | SUNDARAM NIFTY 100 EQUAL WEIGHT FUND |
|---|---|
| NAV (Jul 02, 2025) | ₹185.29 |
| Class | Index | Nifty |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Rohit Seksaria, Ashish Aggarwal |
FUND | SUNDARAM NIFTY 100 EQUAL WEIGHT FUND |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹5000 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM NIFTY 100 E... | 2.18% | 3.64% | 10.73% | 5.97% | 1.91% | 22.14% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.57 Lakhs ₹
Min investment of ₹500 required
